2023 Form 5500 filing — Maxx Properties 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923051900NAL0020387458001) for Maxx Properties 401(K) Plan, reported by Jrd Maxx Properties under EIN 13-3446651 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.5MReported net assets$13,471,288
Participants252
Provider compensation$27.8K3 Schedule C row(s)$27,820
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923051900NAL0020387458001
Plan sponsor
Jrd Maxx Properties
EIN
13-3446651
Plan number
001
Location
Purchase, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1M
Benefits paid / distributions$913.7K
Contributions
Employer$212.4K
Participant$1.1M
Full reported line items
Total assets (EOY)
$13,471,288
Total liabilities (EOY)
$0
Net assets (EOY)
$13,471,288
Employer contributions
$212,356
Participant contributions
$1,096,016
Total income / additions
$3,523,587
Benefits paid
$913,682
Administrative expenses
$23,105
Total expenses
$1,015,880
Net increase / (decrease)
$2,507,707
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $23.6K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.2K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923051900NAL0020387458001 cover?
It is the 2023 Form 5500 filing for Maxx Properties 401(K) Plan, reported by Jrd Maxx Properties (EIN 13-3446651).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages